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Winslow Evans & Crocker’s iShares Global 100 ETF IOO Stock Holding History

Winslow Evans & Crocker’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$44K Buy
+692
New +$41.2K 0.01% 626
2018
Q2 		– Sell
-100
Closed -$4.56K – 1145
2018
Q1 		$4.56K Sell
100
-272
-73% -$12.8K ﹤0.01% 918
2017
Q4 		$17.1K Hold
372
– – 0.01% 693
2017
Q3 		$16.3K Sell
372
-1,350
-78% -$58.2K 0.01% 706
2017
Q2 		$72.5K Sell
1,722
-2
-0.1% -$84 0.02% 479
2017
Q1 		$70.4K Hold
1,724
– – 0.02% 476
2016
Q4 		$66.1K Sell
1,724
-368
-18% -$13.9K 0.02% 472
2016
Q3 		$78.4K Hold
2,092
– – 0.02% 448
2016
Q2 		$75K Sell
2,092
-136
-6% -$4.92K 0.02% 434
2016
Q1 		$80.1K Hold
2,228
– – 0.02% 411
2015
Q4 		$81.1K Hold
2,228
– – 0.02% 439
2015
Q3 		$77.1K Sell
2,228
-160
-7% -$5.87K 0.02% 435
2015
Q2 		$89.9K Buy
2,388
+68
+3% +$2.68K 0.03% 440
2015
Q1 		$89.2K Hold
2,320
– – 0.03% 442
2014
Q4 		$88.3K Hold
2,320
– – 0.03% 436
2014
Q3 		$89.8K Buy
2,320
+2
+0.1% +$79 0.03% 443
2014
Q2 		$91.3K Hold
2,318
– – 0.03% 383
2014
Q1 		$90.2K Hold
2,318
– – 0.03% 369
2013
Q4 		$90K Buy
+2,318
New +$86.9K 0.03% 396

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Winslow Evans & Crocker's IOO Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares Global 100 ETF (IOO) in Q4 2020: 692 shares worth $44K. The stake represents 0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IOO as recently as Q1 2018.

Winslow Evans & Crocker first reported a position in IOO in Q4 2013 and has held it in 19 quarters since. The position peaked at $91.3K in Q2 2014. 153 funds tracked by Wall St. Rank hold IOO as of Q4 2020.

  • Winslow Evans & Crocker held 692 shares of iShares Global 100 ETF worth $44K as of Q4 2020.
  • iShares Global 100 ETF was a new Winslow Evans & Crocker position in Q4 2020.
  • iShares Global 100 ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #626 holding.
  • Winslow Evans & Crocker first reported a position in iShares Global 100 ETF in Q4 2013 and has held it in 19 quarters since.
  • Winslow Evans & Crocker's iShares Global 100 ETF position peaked at $91.3K in Q2 2014.
  • 153 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.